Our Mission is to build, protect and distribute wealth in the most efficient and effective manner possible.
Spectrum Financial Strategies is a network of highly respected professionals offering independent advice and personalized solutions that align with what is most important to you, our client.
We utilize our combined expertise and vast experience to research, design, implement and continually improve upon, a complete financial plan that aligns with your unique and specific needs. This will give you clear direction, confidence, and peace of mind that you are actively working towards your goals and dreams.
Our team is dedicated to supporting and nurturing a life-long partnership with the families, individuals and businesses we work with and are committed to providing you with exceptional service and the highest ethical standards in all of our endeavors.
Your Spectrum Financial Strategies Team...
Karen Roy, CFP, EPC, FLMI
Karen is the proud owner of Spectrum Financial Strategies Inc. She specializes in designing financial plans with her clients to not only build wealth but more importantly to conserve it so they can sleep soundly at night and enjoy life along the way.
The mother of a special needs son, Karen is also passionate about working within the special needs community as she is acutely aware of the challenges and concerns families face. Her mission is to share her extensive knowledge and experience in this area to help families enhance their future lifestyle and protect their financial resources. Karen is the past president, of the local Tourette Syndrome Assoc. of Ontario chapter, was actively involved with Scouts Canada for numerous years and more recently is enjoying her volunteer initiatives within the local Autism chapter.
Spectrum has supported our entire family’s financial planning for almost 30 years now. We are so satisfied that our 3 adult children and their families have all their personal financial planning and future investment plans with Spectrum as well. None better in my opinion. - A.R
Karen is committed to ongoing professional development in the financial services industry and proudly holds the Certified Financial Planner and Elder Planning Counselor designations and is a Fellow of the Life Management Institute. She gives back to the financial services industry by her active involvement on the executive of the local Advocis chapter board.
In her leisure time, she enjoys spending time with her two sons, adorable grandson Henry and partner in life Dave.
Richard McCaw, CFP, CLU, CH.F.C., EPC
Richard has been educating and helping his clients achieve financial security for over 40 years, initially as a representative with North American Life in Montreal and the Eastern Townships of Quebec and then becoming an independent advisor in Barrie, Ontario.
As evidence of his commitment to his clients and his professional development, Richard has earned the Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and his Elder Planning Counselor designations.
Richard has been a long standing and contributing member of Advocis, the Financial Advisors Association of Canada and is currently on the board of our local chapter. Richard has also spent many years actively participating and supporting many local associations, such as Scouts Canada and the Gryphon Theatre.
In his spare time, Richard enjoys the outdoors and spending time traveling with his lovely wife Melvina.
Jeffrey Schreiter, CFP, CLU, CH.F.C.
Jeff has worked in the financial services industry building relationships and fostering trust with his clients and colleagues since 1989. His career began with London Life here in Barrie and continued with RBC Financial Planning and BMO Harris Private Banking.
He is truly committed to continuing education and has earned his Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.
Jeff sits on the board of the local chapter of Advocis, the Financial Advisors Association of Canada, and has been a member for 25 years.
Jeff firmly believes that actively listening to his clients’ financial concerns as well as providing insightful, in-depth planning and review provides them with the comfort and security that comes from knowing that their lifestyle and income are protected for life.
Jeff and his wife Sue-Ellen are celebrating their 25th wedding anniversary in 2015, and have three children – Cullen, Fiona and Allison.
“Jeffrey Schreiter is associated with Spectrum Financial Strategies only and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organization.”
Janet is one of our Client Management Specialists who manages and coordinates every aspect of our client files. She specializes in such administrative tasks as order processing, correspondence, monitoring, and tracking activities. Janet joined our Spectrum Team in May of 2000 and with her long tenure comes a wealth of experience in all areas of our business. Janet worked for a leasing company in Bolton previous to joining Spectrum and bringing her family to Barrie.
In her spare time, Janet enjoys spending quality time with her two daughters when they are home from University. Janet is a real outdoors, winter girl who loves snowmobiling.
Ingrid is another one of our Client Management Specialists who manages our client files. We divide up the administration of our client files alphabetically by last name. Janet and Ingrid therefore perform exactly the same tasks which we find to be an ideal situation, as either can step into the other's position and help whenever the need arises. Ingrid joined our team in August of 2009, bringing with her great experience in client administration. Ingrid previously worked for a number of years at another investment management firm in Barrie. She is extremely pleased to be continuing her education in the financial services area and is happy to have found a solid home with our Spectrum family.
In her spare time, Ingrid enjoys spending quality time with her husband and two teenage boys, as well as camping, gardening and knitting.
Sheila is our Client Relations Manager responsible for reception, client communications, accounting and general office administration. Sheila joined our team in July of 2007, went to work for another advisor within the office in mid-2009 and rejoined the team in December 2011. Sheila previously worked for HSBC and Air Canada where she built her extraordinary customer service skills.
In her spare time, Sheila enjoys spending time with her husband, gardening and actively supporting her daughter's passion for equestrian jumping.
You Spectrum Financial team is dedicated to:
- Supporting and nurturing a life-long partnership with you and your family;
- Ensuring a truly extraordinary client service experience,
- Helping you to achieve fulfillment in your life by the realization of your dreams;
- Listening to your concerns and identifying what is truly important to you and your family;
- Providing independent advice and customized strategies specific to your situation; and
- Providing regular communication and monitoring of your progress.